AI for Finance Training

Overview

Participants create human-reviewed financial explanations, executive/risk commentary, process-automation ideas and coaching material from synthetic or approved anonymized inputs.

Who should attend

• Roles: Finance managers, controllers, analysts and finance staff.
• Prerequisites: Foundation training in AI or daily practice validated by AI Maturity Assessment. Participants bring knowledge of their financial processes, key financial documents, and current financial results.
• Platform access: Either an internal AI corporate platform, a Microsoft 365 Copilot corporate license. Alternatively, a temporary AIM platform can be deployed for the training.
• Delivery context: Facilitated practice-based 3h workshop. This training can have participants from different departments and divisions. The training is most impactful when participants can use their own financial data.

What you will learn

• Create reviewed financial explanations and executive/risk commentary from approved inputs.
• Identify safe process-automation and coaching applications while retaining human financial decisions.
• Turn AI into a coach to prepare for difficult financial review meetings.
• Use AI to train junior staff.
• Prepare automation of key financial processes with AI.